State of Capital Markets
How is 2023 shaping up? Banking crisis, interest rates, inflation: What else is looming? Find out what you need to know about the macro trends impacting the economy, the financial markets and investor behavior. Billed as a dynamic and lively discussion between a financial pundit and an economist.
Jane Wells, Special Correspondent, CNBC – Moderator
Phil Macintosh, Chief Economist, NASDAQ
Natalie Karam, Partner, Capital Markets & Public Companies, Cooley LLP
A C-level Perspective: Corporate Issues Impacting Shareholder Communications
What are the topics and issues top of mind for the Board and the C-suite? And, what impact does this have on shareholder communication? Hear from CFOs and Board members on recurring themes in the board room, from new views on banking relationships, proxy best practices, corporate governance, SEC policy and other important topics.
Mitch Haws, IRC, VP Investor Relations, Skyworks Solutions – Moderator
Kris Sennesael, CFO, Skyworks Solutions (Board Member: Nasdaq: MAXN)
Aimee Weisner, Multi-Board Member (Bd Member: NYSE: GKOS)
Nathaniel Sisitsky, Senior Vice President, General Counsel, NuVasive, Inc
The Future of Competitive Intelligence for IR and Corporate Strategy Leaders: How Teams Stand out from the Crowd
How do you stand out from the crowd and gain a true competitive edge? The most successful IR and Corporate Strategy teams are adopting best practices around content sources, the use of AI technology, and workflow tools to shake off the competition and gain a true edge. Learn about the state of market intelligence, the main challenges IR and Corp Strategy teams face today, best practice solutions to implement, and real-life examples of what excellence resembles.
Tom Marinaro, VP Business Development, AlphaSense – Moderator
Steve Cohen, Director of Strategy and Corporate Analytics, Edwards Lifesciences
Ryan Kubota, Director of Investor Relations, InnovAge
Eric McIntyre, Head of Investor Relations, Arcutis Biotherapeutics
The Leadership Behavior that Creates & Destroys Corporate Culture
Garry Ridge, The Culture Coach and Chair Emeritus WD-40 Company
Investor Engagement with Issuers
Fundamental to every successful investor relations program is building strong relationships with the investors and educating senior management on the trading dynamics that impact valuation. Today’s rapid trading technologies, the evolution of index funds and ETFs have permanently altered this landscape. Learn directly from portfolio managers and corporate access specialists how the trading environment is evolving and how the critical role of IR will need to change to keep pace.
Stanley Martinez, IRC – Moderator
Jung Ryu, Business Analyst, WCM Investment Management
Shari Bento, Global Head of Corporate Access, Capital Group
Lisa Wheatley, Partner/Portfolio Manager, Nicholas Investment Partners
ESG Case Study: A Chat with ESG Leaders
In a rapid fire Q&A format, hear from two corporations that recently navigated the ESG Annual Reporting process. They will discuss their best practices for creating best in class ESG Annual reports. Learn from representatives at Corbin Advisors and Nasdaq about examples of and best practice for creating a “best in class” ESG Annual Report.
Andrea Altmann, ESG Product Evangelist, NASDAQ, Co-Moderator
Leahruth Jemilo, VP and Head of ESG Advisory, Corbin Advisors, Co-Moderator
Dewey Steadman, Head of Investor Relations, United Therapeutics Corporation
Christian D’Souza, Vice President, ESG, CSR Planning & Philanthropy Operations, The Walt Disney Company
IR Panel: Future of IR Best Practices
The role of IR within corporations is constantly evolving, with multi-dimensional professionals displaying the value of the role and their versatility across the organization. This group of speakers shaping the future of Investor Relations will describe how their role is evolving, the tools IROs need to be successful, and lessons learned from the frontlines of turbulent times.
Matt Brusch, President and CEO, NIRI – Moderator
Tim Bei, Vice President, Strategic Finance & IR, Rivian Automotive, Inc.
Agnes Lee, Senior VP Investor Relations & Strategic Planning, Inogen, Inc.
David Zbojniewicz, VP Finance and Investor Relations, Mattel
Post Event Reception